Granite Harbor Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Granite Harbor Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Hold	0	–	–	–	42
2024 Q2	–	Sell	-28,050	Closed	-$703K	–	39
2024 Q1	$703K	Hold	28,050	–	–	0.48%	41
2023 Q4	$699K	Sell	28,050 -1,498	-5%	-$37.1K	0.52%	38
2023 Q3	$731K	Hold	29,548	–	–	0.59%	36
2023 Q2	$727K	Buy	29,548 +4,768	+19%	+$117K	0.57%	38
2023 Q1	$609K	Buy	24,780 +822	+3%	+$20.2K	0.56%	44
2022 Q4	$585K	Buy	+23,958	New	+$584K	0.6%	37

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granite Harbor Advisors's IBDP Position: Q3 2024 in Review

Granite Harbor Advisors held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q3 2024 at 0 shares worth $727K. The position accounts for 0.42% of the portfolio, ranked #42.

Granite Harbor Advisors first reported a position in IBDP in Q4 2022 and has held it in 6 quarters since. The position peaked at $731K in Q3 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Granite Harbor Advisors held 0 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $727K as of Q3 2024.
Granite Harbor Advisors left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q3 2024.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.42% of Granite Harbor Advisors's portfolio in Q3 2024, its #42 holding.
Granite Harbor Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and has held it in 6 quarters since.
Granite Harbor Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $731K in Q3 2023.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Granite Harbor Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.